Start with the handoffs your Olive Branch firm controls
Bosseo describes Automation as a connection between marketing, intake and operations. Its public product page identifies a flow from website, call, chat or video intake to a logged and tagged contact, then to connected systems and a ready-to-work record. The relevant Olive Branch decision is whether your current path from an inquiry to its next owner is clear and repeatable. Population alone cannot establish how many inquiries you receive or when they arrive.
Recommended approach
Document each entry point serving your Olive Branch practice and ask what happens after submission or contact. Review whether the inquiry reaches the intended system, whether case type and intake answers travel with it, and whether a person receives a defined next task.
